HISTORIC PRESERVATION FOUNDATION OF THE FORTNIGHTLY (EIN 364218716) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1998

Legal Domicile

Principal Officer

MARY R RAVID

Phone

3129441330

Tax Period

2024-06-01 to 2025-05-31

HISTORIC PRESERVATION FOUNDATION OF THE FORTNIGHTLY, founded in 1998, is a small nonprofit in the Arts, Culture & Humanities sector that reported $784K in total revenue in fiscal year 2024. Revenue surged 47% from the prior year, signaling strong growth momentum. The organization ran a surplus of $580K, a strong 74% operating margin.

Mission

TO PROVIDE FUNDING FOR THE RESTORATION PROJECTS AT THE BRYAN LATHROP HOUSE

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $705,349

Program Service Revenue $0

Investment Income $78,944

Other Revenue $0

TOTAL REVENUE $784,293

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $5,734

Program Expenses $162,230

Other Expenses $204,541

TOTAL EXPENSES $204,541

Year-over-Year Comparison

	2024	2023	Change
Revenue	$784,293	$535,241	+0.5%
Expenses	$204,541	$574,696	-0.6%
Net Income	$579,752	$-39,455	-15.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY R RAVID	PRESIDENT	5.00	Officer Director	$0	$0	$0
ANNE VOSHEL	FIRST VICE-PRESIDENT	5.00	Officer Director	$0	$0	$0
ALICE SCHREYER	SECOND VICE-PRESIDENT	5.00	Officer Director	$0	$0	$0
CARLA FUNK	TREASURER	5.00	Officer Director	$0	$0	$0
DEBRA SIEGEL	SECRETARY	5.00	Officer Director	$0	$0	$0
LIZA PROSSNITZ	FINANCE CHAIR	5.00	Officer Director	$0	$0	$0
EDITH RASMUSSEN AHERN	DIRECTOR	5.00	Director	$0	$0	$0
JOAN BLEW	DIRECTOR	5.00	Director	$0	$0	$0
LINDA CELESIA	DIRECTOR	5.00	Director	$0	$0	$0
RHONDA MARCUCCI	DIRECTOR	5.00	Director	$0	$0	$0
KATHY VONDRAN	DIRECTOR	5.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$784,293	$204,541	$2,624,010	$579,752
2024	$535,241	$574,696	$1,977,030	$-39,455
2023	$419,066	$127,213	$1,946,034	$291,853
2022	$393,536	$49,687	$1,476,765	$343,849
2021	$303,954	$268,638	$1,242,707	$35,316
2020	$289,798	$210,108	$1,040,470	$79,690
2019	$269,032	$91,069	$950,815	$177,963
2018	$271,156	$37,282	$796,269	$233,874

HISTORIC PRESERVATION FOUNDATION OF THE FORTNIGHTLY